IPG Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

IPG Investment Advisors’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,607	Closed	-$222K	–	209
2021 Q4	$222K	Buy	+5,607	New	+$218K	0.04%	175
2021 Q2	–	Sell	-10,305	Closed	-$396K	–	208
2021 Q1	$396K	Buy	+10,305	New	+$391K	0.08%	129
2020 Q3	–	Sell	-24,216	Closed	-$839K	–	163
2020 Q2	$839K	Hold	24,216	–	–	0.28%	60
2020 Q1	$771K	Buy	24,216 +566	+2%	+$20.3K	0.32%	52
2019 Q4	$889K	Buy	+23,650	New	+$882K	0.28%	55
2014 Q4	–	Sell	-5,295	Closed	-$209K	–	130
2014 Q3	$209K	Buy	+5,295	New	+$210K	0.08%	94

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IPG Investment Advisors's PFF Position: Q1 2022 in Review

IPG Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 5,607 shares — an estimated $222K sold.

IPG Investment Advisors first reported a position in PFF in Q3 2014 and held it in 6 quarters. The position peaked at $889K in Q4 2019. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

IPG Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
IPG Investment Advisors sold 5,607 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $222K.
IPG Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2014 and held it in 6 quarters.
IPG Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $889K in Q4 2019.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on IPG Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.